quickbooks for mac 2016 attach copy of receipt to check

Quickbooks 2016 Attach Copy Of Receipt To Check Pdf After Attaching

I use a different program for invoicing so I also have all my paid invoices in PDF form.

Currently I enter the receipts into QuickBooks and then move the receipt PDF into a directory on my computer.

I also enter my paid off invoices into QuickBooks as Sales Receipts, and then put the invoice PDF into a directory on my computer.

I see that these transaction windows have a way to Attach a file to them.

Every time I enter a receipt I could just save it to QuickBooks as an attachment and then delete the PDF, is that correct Is there any downside to this This seems to good to be true, and it will take many hours to go back and enter all of these receipts so I just want to know ahead of time.

Youll see a pop up where you can set the attachments directory.

QuickBooks stores all the attachments you make in the program there.

It actually makes a copy of the attachment and marks it as read only in the OS.

It will OCR scan them as well if you have that option on (it is on by default).

In the backup preferences you can specify to include the attachments with your QuickBooks backup (it gets stored as a Finder folder in the disk images made for backup).

In QuickBooks Mac 2015 there are many more attachment points - places where you can add an attachment to specific forms.

However there are quite a few in 2013 as well.

This allows you to associate the attachments with a particular Sales receipt say, or vendor.

In addition when I attach a document in more than one location its creating more than one folder which will end up taking up extra hard drive space.

Quickbooks 2016 Attach Copy Of Receipt To Check Pdf After Attaching

If you delete the pdf after attaching it will no longer be attached to your QB location.

You arent really supposed to dig around inside of the attachments directory - all the files in there are locked.

You can find any of the attached documents in the Company-Attachment Center - they are all listed there and you can search them (including the OCR).

If you select one in there (or in one of the attachment points like Invoice) you can export the attachment from QuickBooks to wherever you want, making a copy.

There really isnt a concept of having a single document attached to multiple places - we assumed youd attach a document to one place (like a contract for a vendor for instance).

You can of course attach the same document to multiple places but it will make a duplicate for each one.

If you attempt to delete anything from the QB attachment directory you will receive this message Item.

Do you want to move it to the Trash anyway If you dont want the document deleted than select STOP.

I can think of a situation for the decorator I work for where I will attach documents in more than one place.

I would attach a vendors bill to the payment made to vendor and also attach the vendors bill to the customers invoice for which the vendor purchase was made.

As for my own book keeping, I make purchases that for my customers that Im reimbursed the exact amount of the purchase.

I scan in my receipts and attach a copy to the credit card transaction along with attaching to my customer invoice.

Quickbooks For Mac 2016 Attach Copy Of Receipt To Check